Commercial real estate performance

In this webinar our Real Estate Economics and Cities teams will share their views on the dynamics of European economies and real estate markets at the city-level. We will look at the cyclical and structural factors shaping opportunities and challenges across the region’s key cities.

Shopping mall

We expect US retail total returns to surpass their pre-pandemic trend over the next five years, the lone sector to do so.

Asia Real Estate

Commercial real estate development pipelines across Asia-Pacific are contracting structurally. Falling supply over the next two-three years is creating a window for operating fundamentals to improve.

Commercial real estate performance

We’ll explore why we think a deal recovery is delayed but not derailed, how low development pipelines are supporting rents, and how AI-driven demand is reshaping capital allocation. With sector performance converging, market selection becomes critical – so we also point out the markets that look better placed than others.

Winnipeg

Canada’s industrial property outlook for 2026 points to broad resilience. Explore which markets fare better and the key risks influencing performance.

Real estate is still poised for a revival in 2026. Although 2025’s deal recovery was delayed, the key fundamentals remain in place for renewed momentum.

Rising student demand and limited housing availability are pushing rents higher and reinforcing investor confidence in Australia’s student accommodation market.

Our modelling shows European real estate is most exposed to inflation and bond-yield shocks, with impacts varying widely across cities and sectors.

Europe’s shrinking development pipeline is tightening vacancies and lifting rental growth across key CRE sectors. Which cities and regions are set to grow fastest?

Explore how shifting supply trends are shaping industrial, office, retail and residential real estate in 42 US metros. Download our infographic today.

Commercial real estate performance

We help you understand the implications of macroeconomic, geopolitical, financial and climate developments on private and public real estate performance.

Commercial real estate performance

Oxford Economics is pleased to unveil its enhanced Real Estate Economics Service, now covering 100 global cities.

In most US metros, a 1% GDP fall lowers capital returns on property by 1.4%-2%.

The near-term surge in inventory growth increases the risk of additional strain on space market fundamentals in certain metros.

Commercial real estate performance

We’re excited to announce the launch of US city-level forecasts covering key performance metrics across 42 US markets and major property sectors. In this elevated long-term bond yield environment, city and sector analysis will be crucial for maximizing commercial real estate (CRE) investment/portfolio performance. In this webinar we will provide an overview of our near-term national commercial real estate (CRE) capital market expectations and highlight key market-level trends from our new product.

Discover the key highlights of the 2025/26 NSW Budget, including extended land tax concessions for build-to-rent and funding for major infrastructure developments.

The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift. Indeed, a range of high-frequency alternative data plus more timely surveys are already indicating early signs of the reaction to the tariff hit.

Saturday’s Federal Election decisively delivered a second term for the Albanese government, clearing up the policy outlook.

Office building, commercial real estate

Our new suite of sentiment indices show global CRE sentiment has deteriorated significantly this year.

Industrial property - warehouse

We have trimmed our all-property capital growth forecast to 1.5% pa over 2025-2026. The industrial property sector is set to be hit hardest.